Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYEX (SCHWAB TARGET 2030 INDEX FUND INSTITUTIONAL SHARES) | 7.55% | 18.08% | 14.05% | 7.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYEX (SCHWAB TARGET 2030 INDEX FUND INSTITUTIONAL SHARES) | 08/31/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 18.08 | 14.05 | 7.01 | NA | NA | NA | … | … | 7.55 | 14.82 | 10.68 | 16.33 | -15.68 | 12.58 | 13.15 | 20.89 | -5.08 | 14.71 | 1.12 |
| Sharpe Ratio | NA | 2.11 | 1.22 | 0.43 | NA | NA | NA | … | … | 1.78 | 1.18 | 0.88 | 1.40 | -1.08 | 1.53 | 0.57 | 2.62 | -0.63 | 3.02 | 0.40 |
| Standard Deviation(%) | NA | 7.58 | 9.09 | 10.67 | NA | NA | NA | … | … | 9.13 | 10.13 | 8.00 | 9.12 | 15.92 | 8.20 | 22.40 | 7.41 | 10.31 | 4.68 | 7.81 |
| Draw Down(%) | NA | 5.92 | 9.70 | 22.03 | NA | NA | NA | … | … | 5.92 | 9.70 | 4.14 | 8.64 | 21.86 | 3.64 | 23.92 | 3.52 | 12.36 | 1.45 | 3.87 |
| Yield(%) | 0.00 | 2.69 | 2.87 | 2.31 | 2.57 | 1.71 | 1.29 | … | … | 0.00 | 2.82 | 2.82 | 2.60 | 1.76 | 2.05 | 1.91 | 2.28 | 2.07 | 0.00 | 1.02 |
Data as of 06/04/2026, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYEX (SCHWAB TARGET 2030 INDEX FUND INSTITUTIONAL SHARES) |
1.73%
Apr 2021 – Apr 2024 |
3.43%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYEX (SCHWAB TARGET 2030 INDEX FUND INSTITUTIONAL SHARES) |
15.66%
Sep 2022 – Sep 2025 |
11.22%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart